Why accountancy firms look at ai reporting.
Many SME clients don't read a balance sheet, but they do read three sentences explaining that margins fell because of one cost line. Writing those sentences for every client every month is exactly the work that gets skipped.
Meanwhile, reports go out with errors that a quick check would have caught, such as an unreconciled bank account.
What the agent does, step by step.
Runs per client after the period closes.
P&L, balance, cash and VAT position per administration.
Unreconciled lines, unusual cost jumps, VAT mismatches flagged to the accountant.
Three to five sentences in Dutch or English, in your firm's tone.
Accountant reviews, edits and sends from your own email or portal.
Systems it works with.
Read-only access per client administration; nothing is changed in the books.
Where a human decides.
The report is the accountant's work product; the AI drafts.
How you know it works.
Measure: time per client report, reports sent on time, and errors caught before sending.
Example with assumed numbers: a firm sends 60 monthly client reports at 40 minutes each, 40 hours a month. If the agent brings that to 15 minutes of review per report, about 25 hours a month are freed.
The example uses assumed numbers to show the method. It is not a client result or a promise.
What it costs.
All prices excl. VAT. The fixed quote comes from the AI Blueprint.
When this is not the right build.
If your clients only receive annual accounts and nobody wants monthly reporting, start with document intake and chasing instead.
Common questions.
Can clients ask questions about their report?
Optionally, through a client assistant that answers from their own figures and routes anything advisory to you.
Which language?
Dutch or English per client.
Want this in your business?
Tell us how you work today. We'll tell you honestly what AI can take off your team's plate, what it costs, and whether we are the right fit.